Zoho Books Implementation Packages
Streamline Your Finances with Expert Zoho Books Setup & Configuration
At Iqra Technology, we offer tailored Zoho Books implementation packages to help businesses set up and manage their accounting processes efficiently. Whether you’re a small business just getting started or an enterprise looking to streamline your financial operations across multiple branches, our service packages ensure that Zoho Books is configured to match your unique needs.
Choose from our Basic, Standard, or Enterprise implementation plans — each designed with specific features to support your business size, accounting complexity, and operational workflow.
Basic Plan – For Small Teams
Ideal for startups and small businesses (up to 5 users). Includes company setup, user roles, core modules (sales, purchase, taxation), and basic reporting.
Standard Plan – For Growing Teams
Best for mid-sized businesses (up to 10 users). Covers recurring billing, asset management, expense approvals, and support for 2 currencies.
Enterprise Plan – For Large Organizations
Suited for multi-branch companies (up to 25 users). Offers multi-warehouse inventory, serial tracking, custom reports, multi-currency, and advanced approval workflows.
Compare Our Packages:
| Included | Details | Basic | Standard | Enterprise |
|---|---|---|---|---|
| Max No. of Users | 5 | 10 | 25 | |
| Company Configuration | Set Up Company Profile and Other Details Required | Set up Organization details, Financial Year,Location and Currency. | Set up Multi Currency Support Max 2 Currencies Included | Set up Multi-Currency Support, Max 4 Currencies Included, and Multi-branches Configuration. |
| User Setup & Roles | Define Roles (e.g., Sales Manager, Accountant) and Setup Permissions For Various Users. | Up to 2 User Role | Up to 4 User Role | Up to 8 User role |
| Chart of Accounts | Configuring the main Categories like Income, Expenses, Assets, and Liabilities. | Upto 50 Accounts | Upto 100 Accounts | Upto 200 Accounts, Advanced Segmentation, Tagging |
| Taxation | Set Up Taxation Compliance as per the required Region (GST/VAT/TDS ) | Set up Tax Compliances for Sales & Purchases for 1 Company (GST/VAT/TDS) | Set up Tax Compliances for Sales & Purchases for 1 Company (GST/VAT/TDS) | Set up Tax Compliances for Sales & Purchases for (GST/VAT/TDS) for Multi-Branches |
| Sales Module | Setup Quotes, Salesorder, Invoices & Payment Received from Customer | Quotes, Invoices and Payments Received | Recurring Invoices, Delivery Notes. | Recurring Invoices, Delivery Notes, Credit Notes . |
| Purchase Module | Setup Purchase Order ,Bills & Payments Made to Vendors/Suppliers. | Set up Purchase Order, Bills & Payments. | Recurring Bills, Vendor Credit Notes. | Recurring Bills, Vendor Credit Notes. |
| Inventory Setup | Setup Items, Group Items, Price Lists, Inventory Adjustment, Integration with Sales and purchase, Stock Valuation, and reordering Alerts. | ❌ | Items Creation, Price lists, Integrated with Sales & Purchase, and Tracking Stock Valuation. | Inventory Management for Multi-Warehouses/locations (up to 3), Reorder alerts, Serial Number Tracking, and Stock Adjustment |
| Banking | Integrating Zoho Books with the Client’s bank account for Reconciliation. | Bank Reconciliation for Importing Bank Statement (manual) | Max 2 Bank Account Integrate with Zoho and Reconciliation. | 2-3 Bank rules Workflow, Auto-Categorization for Bank Reconciliation. |
| Expense Management | Setup Expenses Categories, Submission, Approval flow, Reimbursement, and Multi-Currency Support | Expenses Categorisation and Reimbursement without flow | Expense Categorization with Submission and Approval Max 2-3 flow and | Expenses Categorization for Multi-branches or Departments |
| Simple Transactions. | Reimbursement and Recurring expenses | and Max 5 Approval flow included, and Multi Currency Support. | ||
| Assets Management | Set up Assets Categorization (Current Assets, Fixed Assets) Depreciation Methods, Assets Valuation and Disposal /Write off. | ❌ | Assets Categorized, Register Fixed Assets, Depreciation Calculate, and Disposal/Write-off. | Assets Categorized, Register Fixed Assets, Depreciation Calculate, and Disposal/Write-off. |
| Custom Fields/Templates | 1 Template for each, i.e, Quote/Invoice /bill template + 3 Custom Fields for each. | 2 Templates for each, i.e, Quote/Invoice/Bill template 5 Custom Fields for each. | 5 Template for each i.e Quote/Invoice/Bill template eg 10 Custom Fields | |
| Reports | 4 Basic Reports P&L, Balance Sheet, Expense Report and Tax Report | Max 8 Standard Reports. | Max 10 Reports Included, Custom Reports & Dashboard views | |
| Training Sessions | 1 Hour Per Day | 2 Hours Per Day | 2 Hours Per Day | |
| Data Conversion | • 50 each for Open AR Invoices. • 50 each for Open AP bills. • 100 each Vendors & Customers | • 150 each for Open AR Invoices. • 150 each for Open AP bills. • 300 each Vendors & Customers | • 500 each for Open AR Invoices. • 500 each for Open AP bills. •500 each for Vendors & Customers |
Why Choose Iqra Technology for Zoho Books?
✅ Experts with deep knowledge of Zoho ecosystem.
✅ Tailored Implementation based on industry and process.
✅ End-to-End Support from configuration to training.
✅ Quick Turnaround to get your team up and running.
Ready to Get Started?
Let us help you automate your accounting and boost your business productivity.
Contact us today to schedule a free consultation and choose the right package for your team.
